Cerity Partners’s Nasdaq NDAQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$13.2M Buy
2025
Q2
$11.8M Buy
2025
Q1
$8.64M Buy
2024
Q4
$8.35M Sell
2024
Q3
$8.6M Buy
2024
Q2
$3.78M Sell
2024
Q1
$7.35M Buy
2023
Q4
$610K Buy
2023
Q3
$344K Buy
2023
Q2
$315K Sell
2023
Q1
$419K Buy
2022
Q4
$342K Sell
2022
Q3
$316K Sell
2022
Q2
$294K Buy
2022
Q1
$278K Buy